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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,259 | $39,132+33.5% | $57,196-8.6% | $62,881-16.9% |
| Participation rate | 95.4% | 70.5%+24.9pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | 5.57% | 9.24%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,385 | $1,874+27.3% | $2,683-11.1% | $2,281+4.6% |
| Participant deferral / active EE | $3,040 | $2,374+28.1% | $3,096-1.8% | $3,203-5.1% |
| Admin fee / account holder | $6 | $2,594-99.8% | $3,141-99.8% | $4,296-99.9% |